Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 DCOR 0.00%
2 IWC 0.00%
3 DFAT 0.00%
4 DFSV 0.00%
5 DFAC 0.00%
6 VTI 0.00%
7 VXF 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Renaissance Technologies Corp 47.80K (5.09%) -4.30K
Decreased by -9.00%
Jun 30, 25
2 Dimensional Fund Advisors, Inc. 21.10K (2.25%) 0.00
Increased by 0.00%
Jun 30, 25
3 Chevy Chase Trust Holdings, Inc. 15.83K (1.69%) 0.00
Increased by 0.00%
Jun 30, 25
4 Vanguard Group Inc 14.26K (1.52%) 0.00
Increased by 0.00%
Jun 30, 25
5 UBS Group AG 13.46K (1.43%) -3.40K
Decreased by -25.24%
Jun 30, 25
6 Royal Bank of Canada 12.90K (1.37%) 0.00
Increased by 0.00%
Jun 30, 25
7 Larson Financial Group, LLC 241.00 (0.03%) 0.00
Increased by 0.00%
Jun 30, 25
8 American National Bank (Wichita Falls) 100.00 (0.01%) 100.00
Increased by +100.00%
Jun 30, 25
9 FMR Inc 95.00 (0.01%) 0.00
Increased by 0.00%
Jun 30, 25
10 Bank of America Corp 9.00 (0.00%) -1.55K
Decreased by -17.22 K%
Jun 30, 25
11 BlackRock Inc 0.00 (0.00%) -2.39K
Decreased by N/A%
Jun 30, 25
12 Innealta Capital, LLC 0.00 (0.00%) -7.00
Decreased by N/A%
Sep 30, 24
13 JPMorgan Chase & Co 0.00 (0.00%) -2.00
Decreased by N/A%
Jun 30, 25
14 Morgan Stanley - Brokerage Accounts 0.00 (0.00%) -460.00
Decreased by N/A%
Sep 30, 24
15 Susquehanna International Group, LLP 0.00 (0.00%) -11.41K
Decreased by N/A%
Sep 30, 24
16 Tower Research Capital LLC 0.00 (0.00%) -235.00
Decreased by N/A%
Jun 30, 25
17 Wells Fargo & Co 0.00 (0.00%) -7.00
Decreased by N/A%
Jun 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 RBC Microcap Value I 12.90K (1.37%) 0.00
Increased by 0.00%
Jun 30, 25
2 Vanguard US Total Market Shares ETF 9.28K (0.99%) 0.00
Increased by 0.00%
Sep 30, 24
3 Vanguard Total Stock Mkt Idx Inv 9.18K (0.98%) -200.00
Decreased by -2.18%
Jul 31, 25
4 Fidelity Extended Market Index 6.25K (0.67%) -44.00
Decreased by -0.70%
Jul 31, 25
5 Fidelity® Extended Market Index 5.29K (0.56%) 0.00
Increased by 0.00%
Nov 30, 23
6 DFA US Targeted Value I 5.18K (0.55%) 0.00
Increased by 0.00%
Jul 31, 25
7 Bailard Micrcap Value 4.40K (0.47%) 4.40K
Increased by +100.00%
Sep 30, 24
8 Bailard Small Cap Value 4.40K (0.47%) 4.40K
Increased by +100.00%
Sep 30, 24
9 Nationwide Bailard Cogntv Val M 4.40K (0.47%) 0.00
Increased by 0.00%
Oct 31, 24
10 Dimensional US Targeted Value ETF 3.97K (0.42%) 0.00
Increased by 0.00%
Aug 29, 25
11 DFA US Social Core Equity 2 Portfolio 3.55K (0.38%) 0.00
Increased by 0.00%
Jul 31, 25
12 Vanguard Institutional Extnd Mkt Idx Tr 3.36K (0.36%) -1.53K
Decreased by -45.53%
Jul 31, 25
13 DFA US Vector Equity Class F 2.49K (0.27%) 0.00
Increased by 0.00%
Jun 30, 25
14 iShares Micro-Cap ETF 1.97K (0.21%) 0.00
Increased by 0.00%
May 31, 25
15 NT Ext Equity Mkt Idx Fd - L 1.66K (0.18%) 0.00
Increased by 0.00%
Jun 30, 25
16 Northern Trust Extended Eq Market Idx 1.66K (0.18%) 0.00
Increased by 0.00%
Jun 30, 25
17 Fidelity® Series Total Market Index 1.33K (0.14%) 0.00
Increased by 0.00%
Nov 30, 23
18 Fidelity Series Total Market Index 1.11K (0.12%) 0.00
Increased by 0.00%
Jul 31, 25
19 DFA US Core Equity 1 I 1.10K (0.12%) 0.00
Increased by 0.00%
Jul 31, 25
20 Dimensional US Core Equity 1 ETF 1.08K (0.11%) 0.00
Increased by 0.00%
Aug 29, 25